Change of Focus

I have decided to shift focus towards my private network and will thus not publish any more significant research reports in the foreseeable future. I will still publish changes in recommendations and target prices in our covered universe. Please contact me for a private quote on how to become a member of my private network.

I have consistently and significantly outperformed both the market and consensus over time. Since 2014, my stock recommendations within shipping have returned 74%. Consensus’ recommendation on the same shares have returned a loss of -52% in the same period, while an index of the shares is down 54%. I have been managing a portfolio of shipping/oil service shares since 2016, and have generated 72% return on average capital employed since inception. 81% in 2016, 21% in 2017 and 7% YTD. Full transaction list available to private network members

Available services:

  • Full insight into my portfolio
  • Push-alerts when transactions are made
  • Quarterly updates of our universe
  • Ad-hoc analysis/comments/etc
  • The opportunity to contact me directly
  • +++

Please contact me for a private quote on how to become a member of my private network.

 

 

 

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